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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 6.84 | 1.96 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.37 | 7.38 | 2.34 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 85+15 - Conservative Index |
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Sundaram Conservative Hybrid Fund(H-IDCW) | 9.56% | 6.68% | 4.66% |
SBI Conservative Hybrid Fund(A-IDCW Payout) | 13.98% | 10.00% | 7.19% |
HDFC Hybrid Debt Fund(Q-IDCW Reinv) | 5.33% | 3.33% | 1.90% |
ICICI Pru Regular Savings Fund(H-IDCW Payout) | -0.95% | 0.47% | 3.14% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
2.78 %
Holdings
1.99 %
Holdings
1.48 %
Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).
No.of Schemes
40
Total AUM
₹ 68,623.64 Cr.
Dwijendra Srivastava
AUM: ₹25,956.57 Cr.
|
Exp: 13.2yrs
Sandeep Agarwal
AUM: ₹21,076.49 Cr.
|
Exp: —
S. Bharath
AUM: ₹38,432.84 Cr.
|
Exp: 7.11yrs
Ashish Aggarwal
AUM: ₹10,612.03 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%